Copia Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Copia Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Sell	3,212 -180	-5%	-$21.7K	0.24%	80
2026 Q1	$362K	Sell	3,392 -276	-8%	-$31.3K	0.25%	78
2025 Q4	$434K	Buy	3,668 +40	+1%	+$4.74K	0.31%	67
2025 Q3	$425K	Sell	3,628 -76	-2%	-$8.46K	0.32%	66
2025 Q2	$393K	Sell	3,704 -256	-6%	-$24.5K	0.33%	62
2025 Q1	$357K	Hold	3,960	–	–	0.33%	58
2024 Q4	$398K	Buy	+3,960	New	+$389K	0.38%	53

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Copia Wealth Management's IWF Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q2 2026, selling an estimated $21.7K and leaving 3,212 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #80.

Copia Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $434K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Copia Wealth Management held 3,212 shares of iShares Russell 1000 Growth ETF worth $399K as of Q2 2026.
Copia Wealth Management sold 180 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $21.7K.
iShares Russell 1000 Growth ETF made up 0.24% of Copia Wealth Management's portfolio in Q2 2026, its #80 holding.
Copia Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares Russell 1000 Growth ETF position peaked at $434K in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.